Koshinski Asset Management
EFV icon

Koshinski Asset Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Koshinski Asset Management’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.96M Buy
39,876
+2,875
+8% +$216K 0.18% 120
2025
Q4 		$2.64M Buy
37,001
+1,447
+4% +$101K 0.17% 125
2025
Q3 		$2.41M Buy
35,554
+794
+2% +$52.3K 0.16% 134
2025
Q2 		$2.21M Buy
+34,760
New +$2.13M 0.17% 127
2025
Q1 		– Sell
-29,382
Closed -$1.54B – 639
2024
Q4 		$1.54B Buy
+29,382
New +$1.61M 0.13% 153
2020
Q3 		– Sell
-9,737
Closed -$389K – 520
2020
Q2 		$389K Buy
9,737
+2,349
+32% +$89.6K 0.06% 328
2020
Q1 		$264K Sell
7,388
-482
-6% -$21.4K 0.06% 367
2019
Q4 		$392K Buy
+7,870
New +$386K 0.07% 358
2018
Q4 		– Sell
-6,553
Closed -$340K – 432
2018
Q3 		$340K Buy
6,553
+1,994
+44% +$103K 0.05% 402
2018
Q2 		$234K Sell
4,559
-4,518
-50% -$247K 0.07% 334
2018
Q1 		$495K Sell
9,077
-8,027
-47% -$451K 0.15% 209
2017
Q4 		$944K Buy
17,104
+9,865
+136% +$542K 0.24% 138
2017
Q3 		$395K Buy
7,239
+1,207
+20% +$64.1K 0.13% 238
2017
Q2 		$312K Sell
6,032
-1,627
-21% -$84.1K 0.11% 268
2017
Q1 		$385K Buy
7,659
+2,157
+39% +$106K 0.15% 198
2016
Q4 		$260K Buy
+5,502
New +$256K 0.13% 231

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Koshinski Asset Management's EFV Position: Q1 2026 in Review

Koshinski Asset Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 7.8% in Q1 2026, buying an estimated $216K and bringing the position to 39,876 shares worth $2.96M. The position accounts for 0.18% of the portfolio, ranked #120.

Koshinski Asset Management first reported a position in EFV in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.54B in Q4 2024. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Koshinski Asset Management held 39,876 shares of iShares MSCI EAFE Value ETF worth $2.96M as of Q1 2026.
  • Koshinski Asset Management bought 2,875 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $216K.
  • iShares MSCI EAFE Value ETF made up 0.18% of Koshinski Asset Management's portfolio in Q1 2026, its #120 holding.
  • Koshinski Asset Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2016 and has held it in 16 quarters since.
  • Koshinski Asset Management's iShares MSCI EAFE Value ETF position peaked at $1.54B in Q4 2024.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.